Configuring a new subscription for Outlook Client only

October 04, 2017 16:36

This article guides you through the process of configuring your subscription for Outlook Client ONLY (so signatures are synchronized to Microsoft Outlook on users' computers).

In this mode, signatures are synchronized to users' computers for use in Microsoft Outlook. When messages are sent from Outlook, they are sent directly via Office 365 (they are not routed to Exclaimer Cloud for processing). To achieve this, follow steps below:

Note: If you have previously chosen to Try out the Signature Designer, the Configure the full operational service option will always be available when you launch the product.

Select Configure the full operational service and click Next to choose features that you wish to configure.

Select the via Outlook checkbox:

Click Next to view a summary of tasks that will be completed during this setup:

Click Next to grant permission to read your Azure/Office 365 data, and allow Exclaimer's Outlook Client Agent to sign into Office 365 as a user:

Enter the required domain and click Next. You are directed to a page within the Microsoft Online environment, where you should enter Global Administrator credentials and grant permission for Exclaimer Cloud to access required data.

Deploying the signature update agent to users' computers

To synchronize signatures to Microsoft Outlook, Exclaimer's Signature Update Agent must be deployed to each user's computer. The agent runs in the background and synchronizes signatures at regular intervals.

There are two ways that you can deploy the Signature Update Agent to client computers: